Charlene Birdsall CPA CMA CIM RIAC CFP

Wealth Advisor and Portfolio Manager
National Bank Financial Wealth Management

popup medal icon RIA: Certified

With an extensive financial background, Charlene is able to provide a total wealth management experience for all her clients. This includes estate, financial, and retirement planning as well as quality investment advice, insurance and discretionary portfolio management, with a focus on social responsible investments and tax efficiency. Charlene believes in providing the right advice and solutions that are easy to understand that brings real value to your life.

Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Financial planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Institutional

Individual

Type of License

IIROC

Provinces Licensed In
  • British Columbia
  • Manitoba
  • Ontario
  • Saskatchewan
  • Alberta